AgentFire + Cloze
Create or update Cloze persons when new AgentFire leads arrive
Effortlessly manage your new leads from AgentFire by seamlessly connecting it to your Cloze CRM. With this workflow, every time a new lead is generated in AgentFire, it will create or update a person within Cloze, ensuring all your contact information stays up-to-date. Streamline your lead management process and save valuable time with this automation.
Effortlessly manage your new leads from AgentFire by seamlessly connecting it to your Cloze CRM. With this workflow, every time a new lead is generated in AgentFire, it will create or update a person within Cloze, ensuring all your contact information stays up-to-date. Streamline your lead management process and save valuable time with this automation.
- When this happens...New Lead
Triggers when a new lead is captured in Lead Manager.
- automatically do this!Create/Update a Person
Creates or updates a person.
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Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItNew Lead
Triggers when a new lead is captured in Lead Manager.
Try ItPage View
Triggers when a page view event is recorded in Lead Manager.
Try ItLead IDRequired
Notes
Hot
Agent ID
Office ID
Meta
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in Lead Manager.
Try ItNotes Added to Lead
Triggers when notes are added to an existing lead in Lead Manager.
Try ItLead Type
First Name
Last Name
Phone
Email
Street Address
City
State
Zip Code
Country
Other
Tags
Notes
Hot
Source ID
Source URL
Agent ID
Office ID
Meta
Name
Email
Phone
